ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,200,238 | +11.9% | 17,963 | +19.6% | 0.01% | -14.3% |
| Q2 2023 | $3,753,603 | +16.3% | 15,021 | +6.0% | 0.01% | +16.7% |
| Q1 2023 | $3,228,504 | +25.2% | 14,170 | +17.4% | 0.01% | +20.0% |
| Q4 2022 | $2,578,000 | +5.0% | 12,066 | -3.4% | 0.01% | -16.7% |
| Q3 2022 | $2,456,000 | -12.6% | 12,496 | -5.2% | 0.01% | 0.0% |
| Q2 2022 | $2,810,000 | -33.9% | 13,187 | -17.1% | 0.01% | -25.0% |
| Q1 2022 | $4,252,000 | +7.6% | 15,903 | +11.3% | 0.01% | +14.3% |
| Q4 2021 | $3,950,000 | +18.9% | 14,290 | +4.7% | 0.01% | 0.0% |
| Q3 2021 | $3,322,000 | -75.9% | 13,647 | -74.2% | 0.01% | -76.7% |
| Q2 2021 | $13,773,000 | +71.6% | 52,972 | +70.3% | 0.03% | +57.9% |
| Q1 2021 | $8,027,000 | +178.5% | 31,114 | +138.1% | 0.02% | +137.5% |
| Q4 2020 | $2,882,000 | -34.6% | 13,070 | -41.1% | 0.01% | -38.5% |
| Q3 2020 | $4,409,000 | +238.6% | 22,196 | +177.2% | 0.01% | +225.0% |
| Q2 2020 | $1,302,000 | -36.0% | 8,008 | -45.6% | 0.00% | -50.0% |
| Q1 2020 | $2,035,000 | – | 14,718 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |